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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,658 |
NATIONWIDE1+ years Filed as: NATIONWIDE FUNDS GROUP Service code 15 | Recordkeeping | $6,857 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 49 | Other Services | $4,154 |
PARNASSUS1+ years Filed as: PARNASSUS INVESTMENTS Service code 15 | Recordkeeping | $3,337 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 15 | Recordkeeping | $3,054 |
PIMCO FUNDS1+ years Service code 15 | Recordkeeping | $2,177 |
OAKMARK1+ years Filed as: OAKMARK FAMILY OF FUNDS Service code 15 | Recordkeeping | $2,120 |
LEGG MASON1+ years Service code 15 | Recordkeeping | $2,042 |
PRINCIPAL INVESTORS1+ years Service code 15 | Recordkeeping | $1,985 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 15 | Recordkeeping | $1,846 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,796 | $41,854-14.5% | $73,836-51.5% | $52,331-31.6% |
| Participation rate | 95.0% | 66.2%+28.8pp | 73.4%+21.6pp | 68.1%+26.9pp |
| Annual return | -2.41% | 2.11%-4.5pp | 2268.06%-2270.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $3,657 | $1,920+90.5% | $2,787+31.2% | $1,882+94.4% |
| Participant deferral / active EE | $7,328 | $2,498+193.3% | $3,583+104.5% | $3,022+142.5% |
| Admin fee / account holder | $3 | $493-99.3% | $4,882-99.9% | $592-99.4% |